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391 results found

  1. Have a "Member Profile Review Reminder" for Admins

    Need to have a scheduled eMail reminder and a "flag" system to mark/flag members whose personal profiles need to be reviewed at a later point in time by the admin.

    We have members that need to do certain tasks like updating their profiles and provide new pictures in albums. I would like to just flag/mark the specific member for a later review by the admin and then receive an eMail with a reminder to once again look into the specific profile. Also in the database there should be a marked icon like a flag, star or anything that indicates this…

    10 votes

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    0 comments  ·  Members  ·  Admin →
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  2. online punch card

    Our members like the idea of having a punch card whereby they buy a block of 10 sessions but they can choose which days they attend. I was wondering if we can emulate that concept online with the members attendance (similar to checking smeone in at an event) clicking down the number of remaining visits left.

    5 votes

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    1 comment  ·  Members  ·  Admin →
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  3. Membership renewal when registering for an event

    Hi, we're just into our second year with wild apricot and our members are starting to renew their memberships and register for this season's events. We ran the memberships yearly expiring on Aug 31 2015, so all are expired now. Most people took the hint to renew their membership when registering for an event in 2016, but somehow some paid for just the new events but didn't renew their membership. I have the setting somewhere (can't find it now) that they can register for multiple events and then pay at the end. Is there a setting somewhere I'm missing to…

    250 votes

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    48 comments  ·  Members  ·  Admin →
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  4. Put a "next" button when viewing a member profile in directory so members could scroll through profiles when trying to identify someone.

    Allow members to scroll from one member profile in the directory to the next using a "next " button without having to go back to the entire list. Would function more like a photo directory.

    13 votes

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    2 comments  ·  Members  ·  Admin →
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  5. New prorate option for new applications - charge for the rest of current period AND add new full one

    Currently, the system offers two methods to prorate membership dues on new applications. Option one involves prorating the "current" dues assessment to the next renewal period and Option two charges a full dues assessments and provides a "free" extension to the following renewal date.

    I would like to have a third option for new member applications. Under this option, the "current" dues assessment would be prorated to the renewal date and add a full dues assessment so that they would be paid to the following dues renewal date (thus avoiding the "free" extension in option 2).

    Example: Jan 1st is…

    14 votes

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    5 comments  ·  Members  ·  Admin →
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  6. Support both Organizations & Individual contacts

    Hi WA - I'm new to the product/community and was just reviewing the long thread on bundles (http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality?page=1&per_page=20) since we need this feature.

    It looks to me like refactoring to give organization its own entity in the system would setup the platform better for addressing the issues raised.

    Are there long term plans to do something like this?

    • An "Organizations" tab/capability just like "Contacts".
    • People could belong to one or more organizations.
    • Organizations would have their own notes / history etc separate from the people within it.
    • People (contacts) could have different Roles within an organization (member admin;…
    82 votes

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    30 comments  ·  Members  ·  Admin →
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  7. Saved search criteria to show Next Month Renewals or Renewals > N days

    When creating a saved search for membership renewals, there is an option to have it search on "this month" and "last month" in addition to a few others. But how about a "next month" selection, in order to be on top of upcoming renewals for membership management?

    8 votes

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    6 comments  ·  Members  ·  Admin →
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  8. continue generating new invoices even if member has not paid previous invoice

    Presently we have WA setup to generate invoices on a quarterly basis. However, if a member is overdue in paying their invoice then their status changes, they are no longer considered active, and they no longer get invoiced at the next due date. In our business model we choose to continue to offer them services as we know they eventually will pay. When they then eventually pay the overdue invoice we presently need to manually generate invoices for billing periods that the system did not create invoices for. This can be a big headache. The solution would be an option…

    12 votes

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    2 comments  ·  Members  ·  Admin →
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    Thanks for sharing, we’ll be collecting comments from others on this for now

  9. Allow us to have as many of member renewal notifications as we want - not a fixed number of before, on and after emails

    Because our members don't have access to funds until the renewal date, the pre-reminder emails are not especially useful. However, we would benefit greatly from having additional post-renewal date reminders. We need least two more post-renewal date reminders for a total of four.

    17 votes

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    3 comments  ·  Members  ·  Admin →
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  10. option to "not renew"

    This might seem obvious, but is there a way for a member to choose to not renew their membership, archive themselves and thus stop the renewal reminder emails?

    Each year about a third of our organization ages out but we don't know in advance who they are so we can't proactively archive them on the admin side. They get annoyed when the first renewal reminder emails start showing up, and their first reaction is to bombard the membership chairperson with requests to be removed from the email list. It's a pain.

    It this isn't possible, do you have a suggested…

    112 votes

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    20 comments  ·  Members  ·  Admin →
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  11. Treat Membership Application Consistently for Public, Member and Bundlee

    Our membership application page displays information about membership. It would be useful for members to be able to view the information on the page, and to be able to show it to someone else without logging out.

    But logged-in maxed out bundle administrators can't view any of the content on a page containing the Membership Application gadget. All they see is a message about the bundle being full.

    If a bundle member views the page, at least they can see the content and they get a coherent error message "You are already a member." But there is useful information in…

    4 votes

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    3 comments  ·  Members  ·  Admin →
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  12. Members to use marketing tools on their profile page - web stats, custom URL, etc.

    Our premium level members are looking for a better set of tools, essentially to use their profile pages as a marketing tool, to make membership more value-added. For example, they are used to higher end features available from http://psychologytoday.com . Obviously, this is not as high end a system, but for a wish list, and to make paid membership a value, these desired features are very relevant.

    Member requests:

    --custom URL's allowing us to list the member name in the url--or some automated option to do so, without having to manually create a redirecting page for everyone.

    --SEO

    --web stats:…

    17 votes

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    2 comments  ·  Members  ·  Admin →
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  13. Customizing the Term "Bundle"

    Could we have the ability to specify our own name for the word "bundle," wherever it appears in WA?

    When a new member gets into WA for the first time and tries to figure out how it works, having a recognizable term for a bundle would smooth the way.
    There are excellent terms for the bundle concept, but they differ from organization to organization. In just this thread http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality-2492 , a bundle is used as a:
    If we could choose the term for a bundle, end users would immediately recognize what it means. And we wouldn't have to explain it…

    66 votes

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    15 comments  ·  Members  ·  Admin →
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  14. Renewal Reminders for members without email addresses

    It would be nice if there was a merge capability to be able to PRINT a manual renewal reminder to members who do not have an email address. We find many members WITH EMAIL addresses just do not open them and are therefore unaware that memberships have expired. While mail merges with Excel or Word are available, it would sure be a nice feature to just go to a form and have the system link the expiring members.

    Then we could just print ourselves copies of the notices and send them out.

    Thanks

    15 votes

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    2 comments  ·  Members  ·  Admin →
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  15. Ability to Sort Membership Level in Admin View - when adding new members

    I saw a request about this in the thread in general questions but would like to make a formal request - When adding a new member manually, i.e. in admin view, to allow the list of options for Membership Level to be sorted so that the first one in the list is our preferred choice for new members. When we set up the Membership Levels we weren't aware of a problem we'd have when we added new members manually. Our primary Membership Level, which is the only level available to new members, is Regular. It happens to be 5th out…

    7 votes

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    1 comment  ·  Members  ·  Admin →
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  16. Members, Summary - reporting on bundles

    Almost all of our member levels are bundles, so having the bundle numbers in brackets for the Total column is good, but it would be really useful on the other columns as well. The dashboard would then be a great quick report for associations like ours.

    32 votes

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    16 comments  ·  Members  ·  Admin →
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  17. Ability to pass directory page search criteria via URL

    It would be great to be able to pass a search criteria to the member directory page.

    Here is a scenario I currently have that would greatly benefit from this: I currently have a list of states listed a page. I would like to be able to link these to a listing of all members in that state. Currently this has to be done by creating 50 saved searches and 50 directory pages. The ability to simply prepopulate search fields would be very useful in this and other situations.

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  18. Require member to update or verify profile when renewing

    I would like the option to require members to verify their information is correct when they renew annually. Currently there's no way to force members to even look at their information after they initially inputted it, which may be several years old.

    36 votes

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    11 comments  ·  Members  ·  Admin →
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  19. Unique fields

    I would like the ability to make a common field a unique field like the e-mail address is currently. As an example, our Association uses a unique State issued ID number as an identifier. We would like to be sure that two people don't enter the same number by accident.

    6 votes

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    1 comment  ·  Members  ·  Admin →
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  20. Agreement/Contract Acceptance or Digital Signature

    It would be great if there was some way to embed an agreement button (that would record a time stamp and IP address) or digital signature into emails so we can ensure that our members "sign" a membership contract each year. This is particularly important for annual renewals, since the renewal process is much different than the initial application process.

    Alternatively, if there were some way to create an online contract that included an agreement or digital signature ability, that would be great too.

    Currently, the terms and conditions field doesn't allow you to customize the language to each member.

    29 votes

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    7 comments  ·  Members  ·  Admin →
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